PRESENTER(S):

Mindy Hauptman, Partner and Associate Director, Retail Banking, Boston Consulting Group

ABOUT THE WEBINAR:

The webinar will discuss results and implications of primary research recently conducted by BCG to understand the changing nature of customer primacy and relationship banking.

The research addressed the following questions:

• Who are today’s primary checking customers?  Do traditional definitions align with how customers use and view their accounts?
• Does holding the primary checking account provide the same benefits as in the past, especially the ability to sell add-on products?
• What are the paths to primacy?  Is the checking account the only viable anchor product?  Can additional checking accounts become primary?  How stable is primary status after it has been achieved? Do the critical Gen Z and Millennial cohorts view their primary checking account in the same say as earlier generations?  Are they amenable to establishing deeper relationships with their primary checking providers?

THIS WEBINAR WILL COVER:

1. Why understanding customer primacy is critical to retail banks’ success
2. Research findings that upend conventional wisdom about customer primacy
3. Actionable responses to acquire and retain primary checking customers

TOP 3 BENEFITS TO ATTENDEES:

1. Understand attitudes and behaviors of consumers who are opening new primary accounts
2. Learn how common misperceptions may cause to you overlook attractive customer opportunities
3. Learn how to leverage these insights to unlock revenue growth

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